Generating PM Expense Summary reports regularly can enhance expense tracking and provide valuable insights for informed operational and pricing decisions within your property management company by including remitted expense line items in owner statements.
Navigate to PM > Reports > Expense Summary (or Reports > Property Management > Expense Summary), selecting from the following options, and clicking Run Report.
- Active and/or Disabled Properties
- Owners
- Date range
- Property Tags
- Match all selected tags
- Categories
- Group By (e.g., Property (default), None, Owner, Property Status (Active/Disabled), Statement Date)
- Columns (e.g., Month (default), None, Listing Site, Owner, Property, Property Status (Active/Disabled), Quarter, Week, Year)
- Compare with the previous (e.g., Same year, Year before, 2-5 years before)
- Display absolute values
- Display relative values or the amount of change between periods
Users can choose to Print or Export (and save) the completed Expense Summary Report. See the Expense Summary Report PDF Example.